Other Actions for Cards

In this help document, you’ll learn the other actions you can perform on your cards connected to Zoho Spend.

Import a Card’s Statements

You can import the statements of the cards you’ve connected with Zoho Spend. Here’s how:

• Go to Cards on the left sidebar.
• Click the personal or corporate card for which you want to import the statements.
• Click Import Statement in the top right corner if feeds are not active for the card. Click the More icon and click Import Statement if feeds are active for the card.
• Drag and drop a file, or choose a file from your desktop or a cloud account. If you want to upload another file instead of the selected file, click Replace File and choose another file.

• Select the Amount Column, Character Encoding, and File Delimiter.
• Click Next.
• The best match to each field in Zoho Spend will be auto-mapped with the fields in the imported file. If there are unmapped fields, you can map them manually.
• If you want to save the mapping for future use, check Save these selections for use during future imports.
• Click Next.
• The data in the unmapped fields will not be imported into Zoho Spend. If you want to map those fields, click Previous and map the unmapped fields.
• Once you have mapped all the relevant fields, click Import.

Undo Last Import

If you’ve imported the wrong bank or credit card statement or have imported the same statement twice, you can undo your last import. Here’s how:

• Go to Cards on the left sidebar.
• Click the personal or corporate card for which you want to undo the last import.
• Click the More icon in the top right corner and select Undo Last Import.
• Click Undo Import again on the page that follows and all the transactions that you’ve imported in the last import will be undone.

Refresh Feeds for a Card

You can fetch the latest transactions made through your card by refreshing the feeds. New transactions will be posted as card feeds with every refresh. Generally, an auto-refresh occurs every 24 hours, and new transactions will be auto-fetched.

To refresh feeds for a card:

• Go to Cards on the left sidebar.
• Click the personal or corporate card for which you want to refresh feeds.
• Click Refresh in the top right corner. Your card feeds will be refreshed, and the new transactions will be posted, if any.

Deactivate Feeds for a Card

If you no longer want to fetch feeds for a card, you can deactivate feeds for it. Here’s how:

• Go to Cards on the left sidebar.
• Click the personal or corporate card for which you want to deactivate feeds.
• Click the More icon in the top right corner and select Deactivate Feeds.
• In the pop-up that opens, click Deactivate Feeds again to confirm your actions. You will no longer receive feeds for the card.